If you use Morningstar Portfolio Manager, here are several quick steps to export an Excel-type file (CSV or XLS) that you can then import to your Riskalyze account.
- In Portfolio Manager, open the portfolio you wish to export.
- Click on the "My View" tab, then click "Export". (Note: Make sure your view includes Tickers and Current Market Value $. If it does not include these, click "Customize My View" and add these columns to the view before exporting)
- The portfolio will be downloaded to your computer as an Excel-type file (CSV).
- Follow the steps here to import the file into Riskalyze: How to Import a Portfolio from Your Custodian